Senior Private Banking MD & Wealth Strategy

Citi; Dallas (TX); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citi Private Bank Houston is seeking a Senior Private Banker to lead high-net-worth client relationships in a full-time capacity. You will act as a trusted advisor, delivering tailored wealth solutions and coordinating with product specialists to meet complex investment, risk management, and financing needs.

The role requires extensive Private Banking experience, a deep understanding of UHNW client needs, and a proven ability to drive revenue growth while upholding Citi's standards of integrity

Qualifications

• 15+ years of experience in Private Banking or related senior client-coverage roles.
• Extensive knowledge of UHNW client management and cross-functional team leadership.
• Proven ability to interpret complex financial needs and deliver tailored wealth solutions.

Responsibilities

• Actively identify prospects and convert them into clients.
• Serve as a trusted advisor on strategic financial matters for UHNW individuals.
• Coordinate with product specialists to deliver comprehensive wealth solutions.

Skills

Relationship selling

Private Banking

UHNW client

Client team leadership

Education

Bachelor's degree

Master's degree preferred

Tools

Citi Private Bank systems

Job description

Citi Private Bank Houston is seeking a Senior Private Banker to lead high-net-worth client relationships in a full-time capacity. You will act as a trusted advisor, delivering tailored wealth solutions and coordinating with product specialists to meet complex investment, risk management, and financing needs.

The role requires extensive Private Banking experience, a deep understanding of UHNW client needs, and a proven ability to drive revenue growth while upholding Citi's standards of integrity